Tracy Kay Lorenz

CIK 1973341 · SVP and UTI Division President · last filed 2026-05-27

Tracy Kay Lorenz is a SVP and UTI Division President who has filed 8 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing, for UTI, was dated May 27, 2026. Current disclosed insider exposure totals $3.4M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$3.43M

Companies

1

Total Filings

8

Lifetime Open-Market Net

$0

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
UTI SVP and UTI Division President 87,518 $39.14 $3.43M $0 8 2026-05-27

Recent Filings

8 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-05-27 UTI Mixed +20,170 -$884.2K EDGAR
2025-12-19 UTI Tax (F) −880 -$22.9K EDGAR
2025-12-12 UTI Mixed +6,045 -$34.1K EDGAR
2025-05-30 UTI Tax (F) −2,218 -$77.6K EDGAR
2024-12-10 UTI Mixed +7,614 -$35.6K EDGAR
2024-05-29 UTI Mixed +3,132 -$34.0K EDGAR
2023-12-13 UTI Grant (A) $0 EDGAR
2023-05-31 UTI Grant (A) $0 EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.